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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Jan 26, 2021
Jan 26, 2021
17 min
This week President Biden became the 46th President of the United States. Everyone is expecting several changes in this Presidency from the last. Today, Paul talks about how people and companies are incredible at adapting to these changes and encourages you to avoid common investment mistakes. Later, Paul covers a surprising study of Fidelity accounts that show which investors are most likely to succeed. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 25, 2021
Jan 25, 2021
21 min
Millions of Americans believe that their employers have chosen retirement options that will work out well for them in the long run. The problem is people never stop and ask a financial planner, if that is true. Today, Paul explains how important it is to consult with a professional because, well, you don’t know what you don’t know. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 22, 2021
Jan 22, 2021
11 min
It seems like the investment industry has learned that stock picking isn’t effective. So, what are they doing now instead? Today, Paul talks about how the industry is focusing on indexes. The problem is that these indexes are heavily weighted in areas that have been hot recently, and people don’t know their portfolios are exposed to greater risk. Listen along to understand why diversification is better than index-heavy investing.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 21, 2021
Jan 21, 2021
9 min
Most of the technology we take for granted today was unthinkable to those who came before us. After hearing some news about the FAA and unmanned commercial drones, Paul talks about the benefits of investing in companies, what innovation does to the marketplace, and how the future isn’t as far off as we might think. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 20, 2021
Jan 20, 2021
13 min
Has a family member, friend, or colleague ever told you America needs to be back on the gold standard? Today, Paul sets the record straight about the gold standard and why it is no longer the standard for the United States. Listen along as Paul explains what happens when you have a currency change and how it has gone for some of our neighbors. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 19, 2021
Jan 19, 2021
19 min
Some things never change. Paul talks about an article from the WSJ called, “The Story Behind the Market’s Hottest Funds” that explains a “new” investment strategy people are falling in love with. Listen along to understand how Story ETFs could hurt your 401(k) and how the investment industry hasn’t really changed in the last 20 years. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 18, 2021
Jan 18, 2021
9 min
Tax planning can feel complicated for the average person. Ministers have some unique opportunities they can take advantage of when filing, if they know what to do. Today, Paul and Evan talk about what ministers can do to take advantage of these rules and what they should avoid so they are not taken advantage of in the process. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 15, 2021
Jan 15, 2021
13 min
The Ark Innovation ETF (ARKK) grew almost 160% in 2020, causing many to crown its owner, Cathie Wood, the next Warren Buffett. Today, Paul and his team talk about how this tech-heavy Fund rode the pandemic up and where it is likely headed in the future. Listen along to hear why investors cannot continually beat market performance and what will likely cause this fund to fizzle as time goes on. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 14, 2021
Jan 14, 2021
13 min
It’s official: Tennessee is now tax free for individuals. The Hall Tax (enacted in 1929) was phased out at the end of 2020, leaving the interest made on bonds and stock untaxed. Today, Paul and his team talk about the competitive edge that brings to Tennessee moving forward and how a country that is working from home may now be moving to a neighborhood near you. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jan 13, 2021
Jan 13, 2021
14 min
The topic of inflation is worrying investors in 2021. In this episode, Paul talks about how you can use the growth in money supply and long-term interest rates to gauge how severe inflation could be. Listen along as Paul helps you understand inflation and how you can minimize its risk in your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.